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Matthew Holibaugh, CFP®

Matthew Holibaugh is a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor with Capital Financial Strategies. Matthew’s primary goal is to become your most trusted, lifelong Financial Advisor. He has over 10 years experience with wealth and asset management. Prior to joining Capital Financial Strategies, he advised clients in portfolio management at Fidelity Investments.

Matthew can assist with wealth management, protection strategies, investment strategies, retirement solutions and tax minimizing strategies. He has the skills, knowledge and expertise required to help meet his client’s personal goals. In addition to these services, Matthew can also help clients prepare through all stages of life via comprehensive financial planning.

In addition to holding his CFP ™, Matthew holds his Series 7 (General Securities), 63 (Securities State Law), 66 (Investment Advisor) registrations and his State of Florida 2-15 (Life Health and Variable Annuity) licenses. Matthew received his degree Bachelor of Business Administration from the University of North Florida with a major in Business Management.

Matthew grew up in New Jersey but has lived in the Jacksonville area for 20 years. Matthew and his amazing wife, Melanie currently live in the World Golf Village area of Saint Augustine with their two sons Christian and Austin.

Ready to learn more about how Matthew can help you as a Financial Advisor? Contact him today at (904) 718-4594 or fill out our contact form.

Capital Financial Strategies is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Capital Financial Strategies are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC . Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck . For information about which individuals associated with Capital Financial Strategies are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.Capital Financial Strategies, 10199 Southside Blvd., #200, Jacksonville, FL 32256, Securian Financial Network. All Rights Reserved.